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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,070 | $43,075-23.2% | $74,577-55.7% | $62,881-47.4% |
| Participation rate | 57.4% | 58.1%-0.6pp | 68.1%-10.7pp | 69.3%-11.9pp |
| Annual return | 5.05% | 17.50%-12.4pp | 20.47%-15.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,491 | $1,498-0.4% | $2,525-40.9% | $2,281-34.6% |
| Participant deferral / active EE | $2,898 | $2,389+21.3% | $3,458-16.2% | $3,203-9.5% |
| Admin fee / account holder | $1,746 | $2,840-38.5% | $4,138-57.8% | $4,296-59.4% |